The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Bernard Madoff (1938 - 2021)
The following article was originally published on March 12, 2009 and republished today, April 14, 2021, on the date of Bernard Madoff’s death.
Stress Tests
System: a group of interacting or interrelated entities that form a unified whole.
Find Your Love
We love to help you discover what you love to do, how to do it, when to do it, with whom to do it, and how to finance it.
More Perfect
As 2021 begins, I am optimistic about the year ahead despite the evident challenges in front of all of us.
Light and Warmth
As 2020 comes to a close, my hope is that we are emerging from a dark and cold tunnel into the warm light.
The People Have Spoken
Election officials, workers, and voters heroically showed the civic backbone at the heart of our democracy. Our country, all of us, should be very proud of this tremendous achievement.
Saving Donald Trump
I hereby, and for the first time as an advisor at New Capital Management, endorse for President of the United States…
Summer Road Trip 2020 Part 3: Telluride to Columbus TX
Our trip by camper took us 4000 miles across the interior of the United States: Texas, Arkansas, Oklahoma, Kansas, Colorado, New Mexico, and back to Texas. We grew as individuals and as a family.
Summer Road Trip 2020 Part 2: Breckenridge to Mesa Verde
I stood alone in the desert quiet at dusk staring at the awesome vast chasm in front of me, the confluence of the Green River and what was once known as the Grand River, now called the Colorado River.
Summer 2020 Roadtrip - Part 1: Columbus, TX to Breckenridge, CO
In the midst of a spreading global pandemic, following a roller-coaster period in financial markets, our family departed our beloved nature preserve for a summer vacation road trip in our new 2020 Taxa Mantis camper.
Affliction
There are no good reasons for the United States, or the world, to continue to choose racism. It is a self-inflicted illness, an affliction that holds all of us back individually and collectively.
Life Changes
New Capital is dedicated to understanding not only our clients’ life goals, but also changes to our clients’ life goals.
Coronavirus Thoughts
It is impossible to predict the ultimate trajectory of the virus, its impact on global health, or its impact on the global economy.
Blindsided
If you suspect that any conflicts of interest may be present in your advisory relationship, you may wish to reconsider that relationship, for the benefit of both your portfolio and your life.
2019 Annual Reports
2019 Annual Reports are prepared and available through the Morningstar Web Portal